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Politics : Ask Michael Burke

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To: yard_man who wrote (40818)	12/23/1998 6:04:00 PM
From: Merritt	Read Replies (1) of 132070

Tip, I think the inventory buildup reflects the Koreans going after market share again. Everybody knows it, and wants to put off ordering 'til the prices tank...again. It'd be nice if MU runs up to near 60 again, but I'm thinking about whether I should wait a bit to buy my puts...I'm thinking of all the spin, and how long it will last, and would like to have expiry after next reporting quarter. Then again, maybe I should buy my first 1/3, or...<G> I doubt if they'll be able to cover the disaster I'm looking for once the Koreans really start shipping. I guess we'll know when they're impacting MU by when MU complains about dumping.<G>

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